Remote Financial Services IT Systems Partner Specialist


ClientSolv Technologies

Greenwood Village, CO
Full Time
3y ago

Company Description

ClientSolv Technologies is an IT solution firm with over a decade of experience serving Fortune 1000 companies, public sector and small to medium sized companies. ClientSolv Technologies is a woman-owned and operated company that is certified as a WMBE, 8a firm by the Federal government's Small Business Administration.

Job Description

We are seeking a Financial Services IT Systems Partner Specialist for a remote full-time/permanent position.   In this direct-hire role,  you will play an integral role in the identification and relationship building of the third-party systems that need to be integrated with the platform. You will collaborate closely with the Product Managers to understand the types of extended features to integrate, then research the market to identify appropriate partners, make first contact, and qualify where the integration specifications in hand are possible.  Once in production, you will oversee the effective reporting and revenue share opportunities (where appropriate) on an ongoing basis.

Additional responsibilities include: 

  • Meeting the needs of our customers by exposing third-party systems in our application
  • Executing NDAs
  • Screening potential partners
  • Coordinating introductions and demos with the appropriate team members
  • Facilitating negotiations
  • Ongoing relationship building


  • 3+ years of business-to-business relationship building in the financial services industry
  • Keen ability to research and identify all of the service providers in target verticals
  • Proven ability to stay organized and keep multiple threads on track at the same time

Nice to have…

  •  Banking industry service provider contacts
  • The ability to read and understand integration API documentation
  • Experience with SaaS partnership invoicing and billing
  • Successful track record working with remote team members

Additional Information

This direct hire/full-time telecommuting role will offer a competitive salary, unlimited paid time off, 401K, and 100% company-paid premiums for Medical/Dental/Vision (for the employee).  This is a U.S based role (located virtually within the U.S.).

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Onkar By: Onkar